PROFESSIONAL BUSINESS COACHING | TAXATION ADVISORS | TAX STRATEGY CONSULTANT | TAX COACHING | TAX COACH

Finally, a Road Map to Slash Your Taxes

If you’re thinking any of the following, you’re in the right place:

• My current tax professional isn’t knowledgeable in all the tax deduction strategies.

• I feel like I should be saving way more on taxes than I am.

• I’m tired of being the one that brings the tax planning ideas to my accountant.

• I’m so tired of overpaying on taxes.

• I want to protect my assets.

• I want to make sure I’m optimizing the way I pay taxes so I can invest that money elsewhere.

• I can’t keep up with all the current tax strategies.

• I want to save as much in taxes as possible but don’t have the capability or capacity.

• I want to create a lasting legacy.

Save Thousands Each Year—100% Legally

There are roughly 70,000 pages in the U.S. tax code. Only about 30 pages are about actually paying taxes. The other 69,970+ pages show you how to avoid paying them—legally.

Who writes those laws? The ultra-wealthy.

Inside the tax code are legal tax reduction strategies that most people have never heard of. The truth is: the wealthiest people don’t play by the same rules. They don’t hand over 30% to 50% of their profits every year. They keep it, control it, invest it, and grow it.

That’s how the rich stay rich.

Our clients use the same approach to buy cash-flowing real estate, fund investment accounts, and grow profitable businesses. Everyone’s playing the same game—but not with the same rulebook.

You need more than an accountant. You need a tax strategist.

There are two tax systems in the U.S.:

• One for the wealthy and educated

• One for everyone else

We teach you the strategies used by the top 1% to legally reduce your taxes to the lowest level possible.

Even Warren Buffett once said: “I pay a lower tax rate than my secretary.”

We’ve leveled the playing field

These are the same legal, entity, tax, and insurance strategies used by companies like Amazon, Google, and Netflix. And no, they aren’t doing anything illegal—they’re just using the tax code more effectively.

For example, from 2016 to 2018, Amazon paid $0 in U.S. federal income taxes despite billions in profits. In 2019, they paid just 1.2% in taxes on more than $13 billion in profits.

We’ve translated their strategies into a simple, effective process for small business owners—so you can start keeping more of your income too.

Tax Strategists Are an Investment—Not an Expense

We show you how to keep more of your money. Legally.

You don’t need to be a tax expert. You just need to follow a proven process.

How Our Tax Planning Process Works

1. Book a free strategic tax consulting call with one of our tax strategists.

2. Complete a simple questionnaire and upload your previous year’s tax returns to our secure portal.

3. We analyze your business and finances to create your custom Ultimate Tax Savings Blueprint.

4. Attend a planning session and receive your personalized 25+ page tactical tax plan.

5. We help implement every strategy and provide documentation for maximum savings and audit protection.

Unlike other firms, we don’t just give you a plan—we help you execute it.

We also offer:

• Ongoing support

• Access to virtual events and training

• Quarterly calls for qualifying businesses

Can Legacy Tax & Resolution Services File My Taxes Too?

Yes. Once your plan is complete, you’re eligible for discounted tax preparation. If you have a CPA you prefer, you can also bring your plan to them.

What Happens If You Don’t Plan?

“If you fail to plan, you plan to fail.” Without a plan, you’re likely overpaying—year after year.

How Our Plans Maximize Your Strategy

We use four pillars: Maximized Deductions, Strategic Credits, Tax Gaps, and Dynasty Strategies. These ensure you save money now while preserving wealth for the future.

You Need Strategy AND Compliance

We work alongside CPAs to ensure you’re compliant and optimized. High-income earners need both.

What’s the Cost?

We offer a win-win guarantee. If we don’t find at least as much in savings as your plan costs, we’ll refund you based on our guarantee conditions.

The Results Speak for Themselves

• Our clients pay an average tax rate of just 9.6%

• We utilize over 1,500 vetted IRS-approved strategies

• Clients legally save hundreds of thousands—and sometimes millions—every year

• You keep more of your money to grow and enjoy